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Filter, Save, and Share Priority Deal Lists

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Joss Rodriguez
Updated 3 days ago

Filter, sort, save, and share deal lists to keep your team focused on what matters most.

Filter deals by close date
  1. Go to Deals and enable the Expected Close field.
  2. Click the funnel icon to apply filtering.
  3. Set the Expected Close Date filter to your desired custom date or select an option.
  4. Sort the list by Expected Close Date (ascending) to see the most urgent deals first.
  5. Click Save List and give it a name (e.g., "Closing This Month").

Filter deals by deal amount
  1. Go to Deals and filter the Amount column.
  2. Set the Deal Amount range (e.g., $50,000–$100,000).
  3. Use the ↓↑ arrows to sort.
  4. Click Save List to store the view for future use.

Star a saved list
  1. Open your saved list from the left sidebar.
  2. Click the Star icon next to the list name.
💡 Tip: Starred lists appear on your home dashboard and in the Morning Coffee Report — Pipeline's daily email digest — for added visibility.


Share a list with your team
  1. Open the saved list you want to share.
  2. Click Link Icon located in the top right corner of the list.
  3. Toggle Privacy settings on.
  4. Select the users or groups to share it with.
Click here for more information on sharing views.


Need help? Contact support at [email protected].
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